FWP
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Family Wealth Partners’s Merck MRK Stock Holding History

Family Wealth Partners’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Buy
2,340
+10
+0.4% +$1.17K 0.09% 82
2026
Q1 		$280K Sell
2,330
-354
-13% -$40.9K 0.1% 84
2025
Q4 		$283K Hold
2,684
– – 0.1% 71
2025
Q3 		$225K Buy
+2,684
New +$221K 0.08% 73

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Family Wealth Partners's MRK Position: Q2 2026 in Review

Family Wealth Partners increased its Merck (MRK) stake by 0.43% in Q2 2026, buying an estimated $1.17K and bringing the position to 2,340 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #82.

Family Wealth Partners first reported a position in MRK in Q3 2025 and has held it in 4 quarters since. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Family Wealth Partners held 2,340 shares of Merck worth $301K as of Q2 2026.
  • Family Wealth Partners bought 10 Merck shares in Q2 2026, an estimated $1.17K.
  • Merck made up 0.09% of Family Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Family Wealth Partners first reported a position in Merck in Q3 2025 and has held it in 4 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.